Resumes
Resumes
Director Of Training And Transitions
View pageLocation:
1 Chestnut St, Providence, RI 02904
Industry:
Financial Services
Work:
Moors & Cabot - 111 Devonshire St, Boston MA 02109 since Jul 2012
Financial Services
Arthur W Wood Company Feb 2010 - Jul 2012
Financial Advisor
State Street Mar 2008 - Feb 2010
Operations - Equity Trading Account Services
Wachovia Securities, LLC Sep 2006 - Feb 2008
Financial Advisor
Financial Services
Arthur W Wood Company Feb 2010 - Jul 2012
Financial Advisor
State Street Mar 2008 - Feb 2010
Operations - Equity Trading Account Services
Wachovia Securities, LLC Sep 2006 - Feb 2008
Financial Advisor
Education:
Rollins College 2002 - 2006
Economics Providence Country Day School 1996 - 2002
Economics Providence Country Day School 1996 - 2002
Skills:
Series 7
Mutual Funds
Investments
Securities
Finance
Retirement Planning
Portfolio Management
Wealth Management
Investment Strategies
Equities
Capital Markets
Strategic Financial Planning
Options
Bloomberg Terminal
Valuation
Financial Modeling
Financial Analysis
Fixed Income
Asset Management
Hedge Funds
Trading
Asset Allocation
Series 63
Alternative Investments
Finra
Fixed Annuities
Bloomberg
Financial Planning
Mutual Funds
Investments
Securities
Finance
Retirement Planning
Portfolio Management
Wealth Management
Investment Strategies
Equities
Capital Markets
Strategic Financial Planning
Options
Bloomberg Terminal
Valuation
Financial Modeling
Financial Analysis
Fixed Income
Asset Management
Hedge Funds
Trading
Asset Allocation
Series 63
Alternative Investments
Finra
Fixed Annuities
Bloomberg
Financial Planning
Interests:
Squash
Court Tennis
Cooking
Wakeboarding
Court Tennis
Cooking
Wakeboarding
Languages:
English
Certifications:
Series 7
Series 66
Series 63
Series 66
Series 63
